“For 2026, using these numbers, it would mean $95,000 per year per person or $190,000 as a couple.”
SM
Stephanie Marini
Motley Fool Hidden Gems Investing ·
“For 2026, that limit is $111,000 per person.”
Stephanie Marini · Motley Fool Hidden Gems Investing · Tax-Savvy Ways to Support Charities and Family
The publisher’s audio link for this episode is not available. Find “Tax-Savvy Ways to Support Charities and Family” in any podcast app and go to 7:06.
What was described
Make a Qualified Charitable Distribution (QCD) from an IRA up to $111,000 per person in 2026
$111,000
Said nearby on the same subject
“Even if you say eight to 12 times a month, you post, get you two qualified leads. If you doubled that, you could get four, which means you convert one, one client per month.”
CM
Clay Mosley
Freelance to Founder ·
“At the moment, you can have up to $2.1 million in the working phase of superannuation, which is called the accumulation phase. And when you stop working, you can transfer that up to $2.1 million per person over to the very generous tax-free phase of super”
JG
James Gerard
The Money Puzzle ·
“In 2026, I must have helped five people switch back to the plans that they had, because when someone called, the beneficiary gave the person on the phone the Medicare ID.”
CN
Clarence Napier
Insurance Broker and Consultant Supporting Business Owners ·
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